Wed, Aug 25 | Online Event

Portfolio insights: Effective investment strategies in the current market | August 25, 2021

In this webinar, Ryan Barksdale, CFA, CFP®, Vanguard’s head of PA&C, will discuss key portfolio construction trends across asset classes, sectors, and investment styles.
Registration is Closed
Portfolio insights: Effective investment strategies in the current market | August 25, 2021

Time & Location

Aug 25, 10:00 AM – 11:00 AM EDT
Online Event

About The Event

Summary

The Vanguard Advisor Portfolio Analytics and Consulting® (PA&C) team engages with hundreds of advisors each year about portfolio construction topics, and it also has access to thousands of advisor portfolios through Vanguard’s digital investment analytics tools. In this webinar, Ryan Barksdale, CFA, CFP®, Vanguard’s head of PA&C, will discuss key portfolio construction trends across asset classes, sectors, and investment styles. He will explain common exposures and how portfolio positioning has evolved. Mr. Barksdale will highlight how international stocks can improve diversification and returns, and because advisors are currently worried about the threat of higher inflation, he will explain which strategies are likely to help portfolios if inflation rises meaningfully.

Approved for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®,  CAP® .The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification.

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